Image of Peter J. Loftus

Peter J. Loftus

Partner Emeritus, CPA
570 820 0121

Peter is a partner emeritus in the tax services group and has more than 35 years of public accounting experience working in all areas of taxation.

Experience

  • Extensive knowledge and experience working with C corporations, sub chapter S corporations, partnerships, limited liability companies, and high net worth individual tax matters
  • Experienced in business acquisitions, dispositions, corporate reorganizations, and redemptions
  • Provides tax services to client base consisting primarily of closely held family businesses in the fields of manufacturing, mining, fuel oil distribution, transportation, television stations, electronic document storage, real estate construction, and professional service firms
  • Developed an expertise in business succession planning and sophisticated estate, gift, and trust strategies
  • Licensed CPA in Pennsylvania

Involvement

  • American Institute of Certified Public Accountants (AICPA)
  • Pennsylvania Institute of Certified Public Accountants (PICPA)
  • AICPA, Tax Section Member
  • Pennsylvania Chamber of Business and Industry, Outstanding Author Award
  • Estate Planning Council, Northeastern Pennsylvania
  • Penn State Worthington Scranton Campus, Advisory Board

Education

University of Scranton
Bachelor of Science

Continuing Education

  • Annual tax updates
  • Federal tax legislation updates
  • National Tax Institute Annual Tax Conferences
  • American Law Institute-American Bar Association (ALI-ABA) various conferences on estate, gift, and trust matters
  • CCH Tax Planning Forum
  • The American College – Advanced Estate Planning